You can export your transactions from the Account History page using two basic export options: Comma Separated Value (.csv) and OFX (.ofx) formats. CSV can be used with Excel or similar software while OFX is used by some software vendors to export transaction data. Quicken (.qfx) and QuickBooks (.qbo) are both also available
All types are available for all accounts and will extract all transactions within the selected date range.
NOTE: If no transactions are available for an account within the selected date range, the Export button will be grayed out (disabled) and cannot be selected.
To export to Excel using Chrome and Edge:
- Make sure that you have the date range for the data you want to export
- Click the Export button and select Excel (.CSV) (the default) and click Export at the bottom
- In Chrome, select which folder to save to, you can also rename the document if you wish to, and click save. Then access the folder you select and double click on the document to review.
- In Edge, the document is automatically available to open through the browser downloads. Click on Open File to review.